Kataria Group

Downloads

MF Forms Online
MF Forms Offline
Common Transaction
Income Tax Forms
KYC
FATCA
Challan
PAN
Misc.Forms
KYC Form Icon
KYC Form
Each investor has to undergo Know Your Customer process only once in the securities market.
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FATCA Form Icon
FATCA Form
Investors have to provide the information in the stand alone Foreign Account Tax Compliance Act declaration form.
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Open Investment Account Icon
Open Investment Account
Account helps you to invest in all mutual funds using a single platform.
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ACH Mandate Icon
ACH (One-time) Mandate
Implementing Automated Clearing House mandate will allow transactions to be cleared in real-time mode.
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Common Transaction Form

# Document Type Link
1 Common Transaction Form

Income Tax Forms

We have collected all the forms related to Income tax at one place, according to your needs to get relief from tax from Investment, property, etc; for your ease and to save time so that you don't have to hassle around to find each of them throughout the site.

# Name Forms
1 For Individuals having Income from Salary & Interest Form No.: ITR-1 SAHAJ
2 For Individuals and HUFs not having income from profits and gains of business or profession Form No.: ITR-2
3 For Individuals & HUFs having Income from a proprietary business or profession Form No.: ITR-3
4 For Presumptive Income from Business & Profession Form No.: ITR-4 SUGAM
5 For persons other than,- (i) individual, (ii) HUF, (iii) company and (iv) person filing Form ITR-7 Form No.: ITR-5
6 For Companies other than companies claiming exemption under section 11 Form No.: ITR-6
7 For persons including companies required to furnish return under sections 139(4A) or 139(4B) or 139(4C) or 139(4D) or 139(4E) or 139(4F) Form No.: ITR-7
8 Where the data of the Return of Income in Form ITR-1 (SAHAJ), ITR-2, ITR-3, ITR-4 (SUGAM), ITR-5, ITR-7 filed but NOT verified electronically Form No.: ITR-V
9 Acknowledgement Form No.: Acknowledgement

KYC Forms

Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are anti-bribery compliant.

# Document Type Link
1 Central KYC
2 KYC Non-Individual Form
3 Annexure KYC Non-Individual Form

FATCA

# Document Type Link
1 FATCA Individual Forms
2 FATCA Corporate Forms

Download Challan Forms

# Name Forms
1 For depositing Advance tax, Self Assessment tax, Tax on Regular Assessment, Surtax, Tax on Distributed Profits of Domestic Company and Tax on Distributed income to unit holders. 280
2 For depositing TDS/TCS by company or non company deductee. 281
3 For depositing Securities transaction tax, Estate duty, Wealth-tax, Gift-tax, Interest-tax, Expenditure/other tax and Hotel Receipt tax. z 282
4 For depositing banking cash Transaction Tax and FBT 283
5 For Depositing taxes under Black Money 284

PAN Forms

Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.

# Document Type Link
1 PAN 49A New Form
2 PAN Change Form